Bessemer Group’s iShares US Real Estate ETF IYR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $183K | Sell |
1,933
-3,060
| -61% | -$297K | ﹤0.01% | 1414 |
|
|
2025
Q4 | $469K | Hold |
4,993
| – | – | ﹤0.01% | 1156 |
|
|
2025
Q3 | $485K | Hold |
4,993
| – | – | ﹤0.01% | 865 |
|
|
2025
Q2 | $473K | Sell |
4,993
-5,878
| -54% | -$548K | ﹤0.01% | 836 |
|
|
2025
Q1 | $1.04M | Buy |
10,871
+2,671
| +33% | +$254K | ﹤0.01% | 684 |
|
|
2024
Q4 | $763K | Buy |
8,200
+7,734
| +1,660% | +$762K | ﹤0.01% | 807 |
|
|
2024
Q3 | $47K | Buy |
466
+296
| +174% | +$28.5K | ﹤0.01% | 1392 |
|
|
2024
Q2 | $15K | Buy |
+170
| New | +$14.6K | ﹤0.01% | 1437 |
|
|
2020
Q1 | – | Sell |
-59
| Closed | -$5K | – | 1675 |
|
|
2019
Q4 | $5K | Buy |
+59
| New | +$5.47K | ﹤0.01% | 1487 |
|
|
2019
Q1 | – | Sell |
-942
| Closed | -$71K | – | 1867 |
|
|
2018
Q4 | $71K | Hold |
942
| – | – | ﹤0.01% | 1233 |
|
|
2018
Q3 | $75K | Hold |
942
| – | – | ﹤0.01% | 1189 |
|
|
2018
Q2 | $76K | Hold |
942
| – | – | ﹤0.01% | 1169 |
|
|
2018
Q1 | $71K | Sell |
942
-933
| -50% | -$70.8K | ﹤0.01% | 1194 |
|
|
2017
Q4 | $152K | Hold |
1,875
| – | – | ﹤0.01% | 1063 |
|
|
2017
Q3 | $150K | Hold |
1,875
| – | – | ﹤0.01% | 1113 |
|
|
2017
Q2 | $150K | Sell |
1,875
-125,000
| -99% | -$9.94M | ﹤0.01% | 1107 |
|
|
2017
Q1 | $9.96M | Sell |
126,875
-1,451
| -1% | -$113K | 0.04% | 232 |
|
|
2016
Q4 | $9.87M | Buy |
128,326
+124,651
| +3,392% | +$9.47M | 0.05% | 228 |
|
|
2016
Q3 | $296K | Hold |
3,675
| – | – | ﹤0.01% | 901 |
|
|
2016
Q2 | $302K | Buy |
3,675
+41
| +1% | +$3.21K | ﹤0.01% | 608 |
|
|
2016
Q1 | $283K | Buy |
3,634
+399
| +12% | +$29K | ﹤0.01% | 633 |
|
|
2015
Q4 | $243K | Buy |
3,235
+1,823
| +129% | +$136K | ﹤0.01% | 716 |
|
|
2015
Q3 | $100K | Buy |
+1,412
| New | +$103K | ﹤0.01% | 839 |
|
|
2013
Q3 | – | Sell |
-721
| Closed | -$48K | – | 1311 |
|
|
2013
Q2 | $48K | Buy |
+721
| New | +$51K | ﹤0.01% | 777 |
|
Other funds holding IYR
WI
CBU
IMPI
